Immunodiagnostic Systems Share Discussion Threads

[courant] 25/6/2012 09:59

Yeah, I think I agree. I need to look at the figures here in more depth because at some point this might be so far below intrinsic value that it becomes a takeover target. Where that point is relative to where we are now is another question! I'm certainly not rushing back in.

[philo124] 25/6/2012 09:36

I can't see the rush to get back in. The shares may be cheap but that goes for
100+ others some of which have chunky yields.

[courant] 25/6/2012 07:24

"Any negative surprises on Monday, then I will need to look again later."

CEO standing down with immediate effect, without any explanation - is that a negative surprise in your book? It is in mine! Otherwise the results look half decent given the backdrop. I wonder what the market will make of this.

[interceptor2] 20/6/2012 22:45

I spent part of last weekend researching IDH with a view to buy an initial position Monday morning. My interest came about when I noticed last weeks new product launch. I wondered if this might be the ideal time to buy a great company that had sufferred a glitch in earning due to competition moving in on 25% net margins. Infact a "Superstock" referred to in Ken Fishers great book Super Stocks, which I also re-read with a view of comparing with IDH.

PRR at 8.3 is very attractive
PSR at 1.62 is still a bit high, needs to be below 1 really.
Net Margins at interims at 21.9% are still impressive, but what has happened in H2?

Well we will find out on Monday. The reason I decided to hold off until after the results was reading the last trading update. They gave forecast revenue figures and also net cash figures, but no profit estimates. In the trading update in January they gave profit estimates, so I wonder if margins are under more pressure. Or I could be reading to much into this and profits are still unchanged, and as reported in January with automated systems making up the difference.

I will be watching Mondays results with interest, and looking very closely to the breakdown in H1 and H2 net margins before I decide invest.

If they have halted the reduction in margins, then 285p might be the low point and worth buying into. Any negative surprises on Monday, then I will need to look again later.

Regards
ic2...

[interceptor2] 20/6/2012 20:13

Edited, wrong thread,

[leedslad001] 08/6/2012 12:37

Bought in last couple of days, like these unloved stocks.

[leedslad001] 08/6/2012 09:40

Added a few more today

[leedslad001] 01/6/2012 15:55

Just bought a few today. looks well oversold,

[cockneyrebel] 31/5/2012 12:50

Buyers again today - triple bottomed on the chart imo.

Results in June

CR

[druinsky] 29/5/2012 21:11

until the next profit warning

[cockneyrebel] 23/5/2012 13:36

Dead on thread (good sign imo) PE of about 7.5, directors buying at this level too.

Chart seems to be bottoming out imo. Results in June.

One to watch imo, has traded on a PE of 20+ in the past.

CR

[silverfern] 27/3/2012 10:49

NOt deramping, something which I think is a vacuous activity since only a fool would sell purely on the basis of any advfn post. I was just giving info which some of you might not be aware of but which might be material. David Evans is chair of EKF

[molatovkid] 22/3/2012 19:16

Or maybe the growing market in USA meant more and more time away in the States.....could be any number of reasons for leaving. My missus works in pharma - jobs are pretty fluid in this industry.

Nothing like a bit of subtle de-ramping though eh lads!

[philo124] 22/3/2012 01:57

Ho rns as a result as he wasn't on BOD?

[silverfern] 21/3/2012 10:29

If you check the EKF thread, they have pinched IDH's sales director

[philo124] 20/3/2012 16:42

Yes, i am waiting for 280/290p plus any further trading warning.

[leedslad001] 20/3/2012 16:30

Looks like it go go down to £2.80 again maybe double bottom.

[molatovkid] 20/3/2012 10:47

a bit underwater with this at present....wonder when we can expect a turn around?

[dugganjoe] 08/3/2012 19:15

think investors are giving that dodgy bunch a wide berth after the profit warnings

[molatovkid] 08/3/2012 18:44

interesting the directors did though....